CoverProfile

Nick Ozer

Managing Partner, Financial Advisor & Director of Retirement Plans

Regatta Capital Group

United States, California, El Segundo

About Me

Nick Ozer is one of the Managing Partners, a Financial Advisor, the Director of Retirement Plans at Regatta Capital Group and also plays a key role in sourcing opportunities for the Regatta Ventures Fund I. His clients include individuals, families and many businesses. He is a problem solver at heart and works through nuanced financial plans on a daily basis. Nick was born and raised in Manhattan Beach and currently lives in Hermosa Beach with his wife Sarah. He graduated with a B.B.A. in Finance and Business Law from the Hilton School of Business at Loyola Marymount University and continued on to earn his M.B.A. from California Lutheran University while becoming a Certified Financial Pla

View more

Profile Information

Managing Partner, Financial Advisor & Director of Retirement Plans

Regatta Capital Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

El Segundo

California

United States

Jul 28, 2024

More profiles to browse

Profile Photo
Britt Joyce
Financial Advisor, Managing Partner, Co-Chief Investment Officer
Profile Photo
Russell Mohberg
Co-founder, Managing Partner & Co-CIO
EH
Ellen Himmel
Branch Manager & Financial Advisor
Profile Photo
Lisa Margulies
Financial Advisor, Branch Manager & Transformational Coach

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc